Patten Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-110
| Closed | -$15K | – | 263 |
|
|
2018
Q4 | $15K | Hold |
110
| – | – | 0.01% | 393 |
|
|
2018
Q3 | $17K | Buy |
110
+10
| +10% | +$1.55K | 0.01% | 446 |
|
|
2018
Q2 | $14K | Hold |
100
| – | – | 0.01% | 438 |
|
|
2018
Q1 | $12K | Hold |
100
| – | – | ﹤0.01% | 455 |
|
|
2017
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 483 |
|
|
2017
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 488 |
|
|
2017
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 505 |
|
|
2017
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 483 |
|
|
2016
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 474 |
|
|
2016
Q3 | $7.06K | Hold |
100
| – | – | ﹤0.01% | 501 |
|
|
2016
Q2 | $7.94K | Hold |
100
| – | – | ﹤0.01% | 473 |
|
|
2016
Q1 | $7.38K | Hold |
100
| – | – | ﹤0.01% | 496 |
|
|
2015
Q4 | $7.84K | Hold |
100
| – | – | ﹤0.01% | 513 |
|
|
2015
Q3 | $6.94K | Hold |
100
| – | – | ﹤0.01% | 465 |
|
|
2015
Q2 | $6.96K | Buy |
+100
| New | +$6.96K | ﹤0.01% | 479 |
|